Senior Investment Analyst

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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401(k) match

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Market context

Role benchmark (BLS OEWS)

$106,409 typical for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

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Weekend work

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Application

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Assessment

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Deadline

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About this role

Senior Investment Analyst Dallas, TX At Lincoln Property Company , we are seeking a Senior Investment Analyst to oversee a diversified portfolio of general partner (GP) investments across multiple strategies and geographies, ensuring strong performance monitoring, institutional-quality reporting, and clear communication with internal teams and investors. Responsibilities : Portfolio Oversight & Strategy - Lead oversight of a diversified portfolio of 150-200 GP investments across strategies and geographies - Develop scalable frameworks for portfolio monitoring and performance tracking - Partner with investment teams on quarterly updates and monitoring business plan progress Reporting & Analytics - Deliver institutional-quality investor reporting/deal snapshots/accounting detail on a quarterly basis - Build and implement next-generation reporting tools, leveraging automation and AI where appropriate Investor & Stakeholder Communication - Support investor relations efforts with high-quality, timely, and insightful responses - Serve as a key liaison between investors and capital markets team Operational Excellence - Oversee capital call processes and entity formation for new investments and quarterly replenishments - Identify and implement technology solutions (including AI-driven tools) to improve workflows and data integrity Accounting & Structural Fluency - Oversee partnership-level financial reporting, including capital accounts, distribution calcs, and tax reporting - Collaborate with accounting and tax teams to ensure accuracy and consistency across the portfolio Qualifications - 7+ years experience in institutional RE portfolio management, reporting, investor relations - High-agency problem solver that can be decisive in ambiguity - AI-native/fluent - eager to leverage tech to drive efficiency - Familiarity with RE partnership accounting and tax reporting -

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